SBA Loan Servicing Associate II - Admin & Client Support

Stifel Financial Corp.; Missouri; On-site; USD 42,000 - 65,000; Full time

Job summary

Stifel Financial Corp. is seeking an SBA Servicing Associate II in Missouri to support commercial SBA loan servicing and ensure documentation is complete and accurate. You will handle payments, delinquencies, and reporting while assisting clients and internal teams.

The role emphasizes strong communication, attention to detail, and customer service as you resolve account questions and discrepancies in a collaborative environment.

Qualifications

• Excellent oral and written communication skills.
• Understanding of filing systems.
• Strong customer service skills.
• Basic arithmetic knowledge.
• Handles moderately complex issues and problems and refers more complex issues to higher-level staff.

Responsibilities

• Ensures loan-related documentation is complete and accurate.
• Records and processes payments or payoffs.
• Prepares reports summarizing loan statuses, including delinquencies.
• Generates and distributes notifications of past-due payments.
• Researches and resolves loan account questions or discrepancies for customers as requested.

Skills

Communication

Customer service

Filing systems

Arithmetic

Problem solving

Attention to detail

Education

High School Diploma or equivalent

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Stifel Financial Corp. is seeking an SBA Servicing Associate II in Missouri to support commercial SBA loan servicing and ensure documentation is complete and accurate. You will handle payments, delinquencies, and reporting while assisting clients and internal teams.

The role emphasizes strong communication, attention to detail, and customer service as you resolve account questions and discrepancies in a collaborative environment.